Employee/Contractor Setup Form
Contact Information
Employment Type
*
Employee (W-2)
Contractor (1099)
Employee Number
will be assigned automatically, if not specified
Contractor Number
will be assigned automatically, if not specified
EIN
SSN
Business Name
Name
First Name
Middle Initial
Last Name
Suffix
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Gender
Male
Female
Date of birth
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Ethnicity
Please Select
American Indian or Alaska Native
Asian
Black or African American
Hispanic or Latino
Native Hawaiian or Other Pacific Islander
White
Two or More Races
Other
Home Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*required for Employee Portal Access
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Employment Information
Employment
*
Full-Time
Part-Time
Work State
Federal Withholding
State Withholding
Subject to worker's comp.
Do not generate form 1099
Seasonal
FLSA exempt
Directly tipped employee
Hire Date
-
Month
-
Day
Year
Contract Date
-
Month
-
Day
Year
Job Title
Workers' Comp Code
Department
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Compensation Information
Pay Type
Salaried
Hourly
Annual Salary
Hourly Rate
Additional Pay Types (if any)
Pay Types
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Scheduled Deductions
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Employment Forms
Form W-4
W-4 Form has been completed
Email W-4 Form to Employee for completion
Attach Completed W-4 Form
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Form I-9
I-9 Form has been completed
Email I-9 Form to Employee for completion
Attach Completed I-9 Form
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Form W-9
W-9 Form has been completed
Email W-9 Form to Contractor for completion
Attach Completed W-9 Form
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Direct Deposit Form
Direct Deposit Form has been completed
Email to Employee/Contractor for completion
Issue Paycard to Employee/Contractor
Direct Deposit Declined or Not Offered
Attach Completed Direct Deposit Form
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Attach Any Additional Documents (i.e. Offer Letter, Employment Agreement, Enrollment Forms, etc.)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Company Name
*
Client Number
Your Name
*
First Name
Last Name
Your Email
example@example.com
Your Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Submit
Should be Empty: